Message Forms
CRM
Oppty/Task/Message Form
P&E $50 or $40
Mystery
100

Customer wants to change their Payment method.

What is Billing

100

What do you click on to start scheduling an appt?

What is New Case

100

Customer wanting to discuss a charge they saw in their statement?

What is a Day message to billing

100

Light Switches need to be replaced. 

What is $50 Deductible

100

What is the name of the module that you will use to help you reach out to support?

Contact Support Desk Process

200

Customers parts are past the ETA date, no parts have been received. 

What is Parts not Received. 

200

What Box would you have to click if the customer requested Tech Ryan Reynolds? 

What is Special Technician

200

Customer wants to sign up for a policy?

What is Task - Issue Contract

200

A Shower Head

What is $40 Estimate

200

What would you need to fill out if a customer is calling and telling you they are having a possible CO Issue

What is CO & Gas Leak Emergency Jot Form 

300

Customer wants a vaccinated tech to attend their appt

What is Supervisor Callback

300

If the customer wants to recieve their confirmation info via email, what would you have to do?

What is Change Contact Method from Any to Email

300

Customer requesting a quote on an Ultra Violet Air Cleaner

What is Oppty to sales. Indoor Air Quality

300

Wiring to plug in a Hot Tub

What is $40 estimate 

300

What are the steps to help a customer shut off their Water Heater?

1. First, instruct the customer to turn off the gas or electricity to the water heater. 

2.  Then, turn off the water supply

3. Lastly, drain the tank if it’s still leaking.

400

Customer wants to know the ETA for when their loaner space heaters will be delivered

What is Parts

400

If the customer just had an appt last week and is looking to schedule again for the same thing as it is still not working what box would you have to check off?

What is Repeat Call

400

Customer requesting to speak with Tim Eher as he was talking to him in regards to their situation.

What is a Daytime Message to other

400

Replacement of a Garbage Disposal 

What is a $50 Deductible 

400

If a customer is calling and asking about Peak Rewards what would you need to tell them?

What is that they would need to call BGE Utility

500

Customer stating that during appt, that the technician broke their solar powered light in the yard.

What is Other

500

What places can you look for someone that may be listed as an auth user?

What is Info/Notes Tab, Additional Contacts, Extra bubble/window in appt screen. 

500

Customer Failed their County inspection after having us install a new furnace 

What is a task. 

500

Garage Door Opener

What is $0

500

If a customer is calling to schedule a Generator appt Calvert County, what day of the week would you schedule them for?

What is either Tuesday or Thursday 

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